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DATA

Tableau Software, Inc.
DATA

Delisted

DATA was delisted on the 31st of July, 2019.

214 hedge funds and large institutions have $2.97B invested in Tableau Software, Inc. in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $76.2M | Put options by funds: $52M

25% more capital invested

Capital invested by funds: $2.37B → $2.97B (+$602M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

4% less funds holding

Funds holding: 224214 (-10)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

Holders
214
Holders Change
-10
Holders Change %
-4.46%
% of All Funds
5.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
39
Increased
63
Reduced
83
Closed
42
Calls
$76.2M
Puts
$52M
Net Calls
+$24.2M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
176
Parallax Volatility Advisers
California
$31K -$401K -8,115 -93%
AIM
177
Acrospire Investment Management
Illinois
$20K -$124K -2,500 -86%
PG
178
Patten Group
Tennessee
$19K
TCM
179
Tradewinds Capital Management
Washington
$18K +$14.4K +292 +395%
CFA
180
Carroll Financial Associates
North Carolina
$16K -$17.3K -350 -52%
MWM
181
Mascoma Wealth Management
New Hampshire
$16K
BKA
182
Brick & Kyle Associates
Pennsylvania
$15K
LWCFA
183
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
PWM
184
Perigon Wealth Management
California
$13K
ECM
185
Estabrook Capital Management
New York
$12.4K
CAW
186
Cornerstone Advisors (Washington)
Washington
$12K -$26.6K -538 -68%
HCM
187
Highlander Capital Management
New Jersey
$12K
TSW
188
Thompson Siegel & Walmsley
Virginia
$12K +$4.3K +87 +57%
NFG
189
Next Financial Group
Texas
$11K -$2.47K -50 -20%
YWP
190
YorkBridge Wealth Partners
New York
$11K
AIL
191
AGF Investments LLC
Ontario, Canada
$9K -$2.47K -50 -23%
NCM
192
Nelson Capital Management
California
$6K +$4.2K +85 +207%
OAM
193
Oppenheimer Asset Management
New York
$6K +$5.54K +112 New
CHP
194
Cable Hill Partners
Oregon
$6K +$5.79K +117 New
CPA
195
Clear Perspective Advisors
Illinois
$5K
FIB
196
First Interstate Bank
Montana
$5K
LWM
197
LBA Wealth Management
Florida
$5K
OFW
198
Omnia Family Wealth
Florida
$5K +$1.38K +28 +44%
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.46K +$4.45K +90 New
Walleye Trading
200
Walleye Trading
New York
$3.06K -$1.4M -28,359 -31%

DATA Hedge Fund Activity: Q1 2017 in Review

214 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Tableau Software, Inc. (DATA) for Q1 2017, worth a combined $2.97B — up 25% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of DATA and 39 opened new positions — a net loss of 3 holders — while 83 trimmed existing stakes and 63 added.

The largest buyer was BlackRock, adding an estimated $121M. The largest seller was Fiera Capital (Canada), cutting an estimated $26.9M.

  • 214 institutional investors held Tableau Software, Inc. (DATA) as of Q1 2017, down from 224 in Q4 2016.
  • Funds reported $2.97B of Tableau Software, Inc. stock for Q1 2017, up 25% quarter-over-quarter.
  • 39 funds opened new Tableau Software, Inc. positions in Q1 2017 and 42 closed out, a net change of -3 holders.
  • The largest Tableau Software, Inc. buyer in Q1 2017 was BlackRock, an estimated $121M added.
  • The largest Tableau Software, Inc. seller in Q1 2017 was Fiera Capital (Canada), an estimated $26.9M sold.

Based on aggregated 13F filings for Q1 2017.